Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
Swyom India Alpha Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
Nifty 500 · 5.2%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.11%
1.30%
6 Months
12.07%
18.99%
1 Year
−10.50%
4.33%
3 Years
—
—
5 Years
—
—
Since Inception
10.88%
33.83%
Fund Age
2 yrs 2 mo
2 yrs 10 mo
AUM
₹167 Cr
—
Alpha – 1 Year
−15.69%
1.95%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.34%
17.37%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.25
-0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−31.60%
−16.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 1% · S 57%
L 47% · M 38% · S 37%
Number of Stocks
80
—
Portfolio P/E
22.59
—
Top 5 Holdings
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
India Glycols Ltd · 8.40%
Orient Cement Ltd · 7.70%
Axis Bank Ltd · 7.70%
Shriram Finance Ltd · 7.70%
Bliss GVS Pharma Ltd · 7.60%
Top Sectors
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%